Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Goodwell, OK
Kestra Advisory
Enterprise
Trey Fankhouser is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation. Prior to joining Kestra, he worked five years at Bank of the Panhandle and owns Panhandle Corrosion LLC, an oil and gas contracting business specializing in pipeline corrosion control services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.
Based on Kestra Advisory
Based on Kestra Advisory
Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.
Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.
Financial planning and consulting services may be charged on an hourly basis when applicable.
Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.
Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).
Goodwell, OK
Goodwell OK
Advisors at this office
1
Kansas · Oklahoma · Texas
1 year of industry experience
Kestra Advisory
2025 - Present • 1 year
Garden City, KS
Kestra Investment Services, LLC
2025 - Present • 1 year
Garden City, KS
Bank of the Panhandle
2020 - 2025 • 5 years
Guymon, OK
Panhandle Corrosion LLC
2018 - 2025 • 7 years
Goodwell, OK
MySwing Golf
2015 - 2018 • 3 years
Scottsdale, AZ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Guymon, OK
Edward Jones
Jason Egger is a financial advisor with Edward Jones in Guymon, Oklahoma, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. In addition to his advisory role, he is involved in several local business ventures, including ownership and management responsibilities in agricultural operations, rental properties, an apartment complex, industrial safety equipment sales, and a Ford dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products. The firm has a large national presence with over 23,700 advisors and manages more than $1 trillion in assets.
Series 66
Guymon, OK
Edward Jones
Mari Cruz is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2016. She has two years of industry experience. Outside of her advisory role, she coordinates the Victims Impact Panel program in Texas County, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated trust company and proprietary investment offerings.
Series 66
Guymon, OK
Edward Jones
Linda Gilmore is a financial advisor with Edward Jones in Guymon, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Guymon, OK
Edward Jones
Willis Hawkins is a financial advisor with Edward Jones in Guymon, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of Crescent-C LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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